Internal Auditor/ Manager, Data Oversight- Investment Accounting & Reporting

firstPRO, Inc; Boston (MA); On-site; USD 100,000 - 130,000; Full time

Job summary

A financial services company in Boston is seeking a Manager, Data Oversight to lead data governance and quality controls across investment accounting and reporting. The ideal candidate will ensure data accuracy and completeness for financial reporting, drive automation, and collaborate with various teams. Candidates should have a solid background in investment accounting, with 7+ years of relevant experience and knowledge of tools like Power BI and Snowflake. This role offers an opportunity for leadership and continuous improvement initiatives.

Qualifications

• Minimum 7 years of experience in investment accounting, financial reporting, controllership, or data governance.
• Strong understanding of GAAP and Statutory accounting for investments.
• CPA, CIA, CISA, CFA, FRM or advanced degree preferred.

Responsibilities

• Own and maintain the data governance framework, including standards and lineage.
• Oversee data quality monitoring, exception management, and validation controls.
• Lead reconciliation processes across investment systems and the general ledger.

Skills

Data governance

Investment accounting knowledge

Automation

Reporting tools

Control mindset

Education

BA/BS in Accounting, Finance, Information Systems, Data Analytics, or related field

Tools

Power BI

Alteryx

Snowflake

SharePoint

Cadency

Job description

Seeking a Manager, Data Oversight to lead data governance, quality controls, reconciliation, and automation across our Investment Accounting & Reporting ecosystem. This role ensures the accuracy, completeness, and integrity of data supporting GAAP, Statutory (Blue Book/Green Book), and management reporting for a diversified investment portfolio.

Looking for someone who can work with the GL and investment accounting groups on internal controls, and validating data governance. Role is more of a liaison between accounting and systems.

This is a highly collaborative leadership position partnering across Investment Accounting, External Reporting, Accounting Policy, Actuarial, IT/Data, Internal Audit, and external data providers. The ideal candidate brings strong investment accounting knowledge, a controls mindset, and hands‑on experience with automation and reporting tools.

Key Responsibilities

• Own and maintain the data governance framework, including data standards, lineage, and critical data elements
• Oversee end-to-end data quality monitoring, exception management, and automated validation controls
• Lead reconciliation processes across investment systems, source data, and the general ledger
• Ensure integrity of data used in GAAP, Statutory, and executive reporting
• Drive automation of data transformations, reconciliations, and reporting workflows
• Manage governance and documentation for Power BI, Alteryx, Snowflake, SharePoint, and Cadency
• Maintain robust process documentation, control narratives, and data dictionaries
• Coordinate audit and regulatory inquiries related to data and reporting
• Lead continuous improvement initiatives and system enhancements
• Provide leadership, coaching, and development to team members

Qualifications

• BA/BS in Accounting, Finance, Information Systems, Data Analytics, or related field
• 7+ years of experience in investment accounting, financial reporting, controllership, or data governance
• Strong knowledge of GAAP and Statutory accounting for investments preferred
• Experience with Power BI, Alteryx, Snowflake, SharePoint, and Cadency
• Familiarity with Clearwater is a plus
• CPA, CIA, CISA, CFA, FRM OR advanced degree preferred